Crewe Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20K | Buy |
861
+19
| +2% | +$441 | ﹤0.01% | 367 |
|
2025
Q1 | $19.4K | Hold |
842
| – | – | ﹤0.01% | 352 |
|
2024
Q4 | $19.1K | Buy |
842
+53
| +7% | +$1.2K | ﹤0.01% | 357 |
|
2024
Q3 | $18.8K | Hold |
789
| – | – | ﹤0.01% | 414 |
|
2024
Q2 | $17.9K | Hold |
789
| – | – | ﹤0.01% | 573 |
|
2024
Q1 | $18.1K | Buy |
789
+358
| +83% | +$8.23K | ﹤0.01% | 510 |
|
2023
Q4 | $10K | Hold |
431
| – | – | ﹤0.01% | 209 |
|
2023
Q3 | $9.38K | Buy |
431
+10
| +2% | +$218 | ﹤0.01% | 251 |
|
2023
Q2 | $9.57K | Hold |
421
| – | – | ﹤0.01% | 413 |
|
2023
Q1 | $9.69K | Hold |
421
| – | – | ﹤0.01% | 551 |
|
2022
Q4 | $9.39K | Hold |
421
| – | – | ﹤0.01% | 560 |
|
2022
Q3 | $9K | Buy |
+421
| New | +$9K | ﹤0.01% | 702 |
|